Plan Snapshot
- Plan Sponsor: C.E. Niehoff & Co.
- Sponsor EIN: 202346619
- Sponsor Address: 2021 LEE STREET, EVANSTON, IL, 60602
- Plan Type: 401(k)
- Total Participants: 449
- Total Assets: $71.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 449 | $71.4M | $717,888 | $1.9M |
| 2023 | 437 | $72.9M | $667,577 | $1.9M |
| 2022 | 398 | $63.0M | $615,750 | $1.7M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | CONSULTANT | $24,108 | — | $24,108 |
| SIKICH CPA LLC | ACCOUNTANT | $18,000 | — | $18,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP, LLC — CONSULTANT
- SIKICH CPA LLC — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,108
- Estimated Expense Ratio: 0.059% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $46,203 | $24,108 | — | $18,000 | — |
| 2023 | $21,189 | — | — | $18,000 | — |
| 2022 | $60,129 | — | — | — | — |